Otax
Engagement process

Six steps from
"we should probably automate this" to a system running in production.

A structured, measurable process. No black boxes. No open-ended retainers. Every engagement ends with something your team owns.

Step
01

Discovery Call

45 minutes with a principal — not a salesperson.

We understand the business, the constraints and the outcome you're trying to move. You leave with a clear read on whether we're the right team for the work.

Deliverables
  • Opportunity map
  • Fit assessment
  • Suggested engagement shape
Step
02

Business Audit

A structured look at where automation actually pays off.

We interview the operators, review the tools, and quantify the workflows. The output is a prioritized backlog of automations ranked by ROI and time-to-value.

Deliverables
  • Workflow inventory
  • ROI-ranked backlog
  • Risk & compliance map
Step
03

Strategy

Fixed scope, honest timelines, measurable targets.

We design the system architecture, pick the stack, and commit to a delivery plan with clear success metrics for each phase.

Deliverables
  • System architecture
  • Delivery plan
  • Success metrics
Step
04

Development

Senior engineering, weekly demos, no black boxes.

We build in your environment, integrated with your tools. Every week you see working software, not slideware — and every decision is explained.

Deliverables
  • Working system in staging
  • Weekly demos
  • Documentation as we go
Step
05

Deployment

Real users, real data, real monitoring.

We roll out in phases, with observability from day one — logs, alerts, dashboards. Nothing goes to production without a runbook.

Deliverables
  • Phased rollout
  • Runbooks & alerts
  • Team training
Step
06

Optimization

The work isn't done when it ships.

We stay engaged for the first months of production — tuning models, refining prompts, adding scope where the numbers justify it. Then we hand off.

Deliverables
  • Monthly reviews
  • Model & prompt tuning
  • Structured handoff
Ready when you are

Ready to automate your business?

Book a 30-minute strategy call. We'll map the highest-ROI automations in your business — no pitch, no obligation.